Eaton Vance Ult-SHRT IncomeEVSBETF
13F holders, Q1 2026 (March 31)18holders −5
4new positions
7sold out
1famous investor
$50.76avg. 13F price*
At the end of Q1 2026, 18 institutions reported holding Eaton Vance Ult-SHRT Income (EVSB) in their 13F filings, down 5 from Q4 2025. 4 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($109.4M), Private Advisor Group, LLC ($9.7M) and Janney Montgomery Scott LLC ($5.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Eaton Vance Ult-SHRT Income
- Filed as
- MORGAN STANLEY ETF TRUST (Q1 2026)
- CUSIP
- 61774R700
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $10.3M |
| Exits | 7 | $89.4M |
All 13F filers, Q4 2025 → Q1 2026: 235,941 shares bought and 1,855,819 shares sold, net −1,619,878 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Morgan Stanley | 0.01% | Reduce -2.3% | 2,154,485 | $109.4M |
| Private Advisor Group, LLC | 0.05% | New | 190,225 | $9.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -8.4% | 100,892 | $5.1M |
| LPL Financial LLC | 0.00% | Reduce -38.5% | 64,400 | $3.3M |
| Stifel Financial Corp. | 0.00% | Add +2.4% | 47,676 | $2.4M |
| Citadel Advisors | 0.00% | Add +27.4% | 45,537 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +42.9% | 34,276 | $1.7M |
| Roman Butler Fullerton & Co. | 0.23% | Add +16.0% | 16,376 | $832K |
| Kingsview Wealth Management, LLC | 0.01% | Add +84.9% | 13,221 | $671K |
| Mariner, LLC | 0.00% | Add +32.1% | 12,150 | $617K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -1.5% | 9,489 | $482K |
| HRT Financial LP | 0.00% | New | 7,676 | $389K |
| William John Sempolinski | 0.13% | No change | 5,000 | $254K |
| Susquehanna International Group, LLP | 0.00% | New | 4,482 | $227K |
| IFP Advisors, Inc | 0.00% | Add +3.5% | 3,684 | $187K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,695 | $86K |
| Fifth Third Bancorp | 0.00% | New | 970 | $49K |
| Osaic Holdings, Inc. | 0.00% | No change | 100 | $5K |
"% of holder's portfolio" is EVSB's weight in each manager's 13F, not the share of Eaton Vance Ult-SHRT Income the manager owns.